Specialist: Client Services Liaison

2 weeks ago


Pretoria, Gauteng, South Africa The Hiring House Full time

Provide advice to clients:

  • Verify the positive identification of the client
  • Provide correct and accurate advice to clients on products, premiums(monthly), beneficiaries, payments (school fund, loans, life assured on policy,(TCF)
  • Make notes on the system
  • Provide assistance on demutualization enquiries
-
Advice clients on cancellation:

  • Advise the client of the process and disadvantages of cancellations
  • Retain the policy by proposing different options (loan, partial surrender paid up)
  • As per clients requests follow the standard Cancellation procedure (Refund if applicable)
-
Advice clients on changes to policy:

  • Verify the positive identification of the client.
  • Check policy details and status
  • Advise client if request can be processed.
  • Make notes on the system
  • Send documents to back off the processing 'Follow up with back office if changes to policy and been processed and provide feedback to clients
  • Fit and Proper Requirements
  • Adhere and comply to FSB board notice in terms of FAIS


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